Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$149K Hold
2025
Q2
$121K Buy
2025
Q1
$39K Buy
2024
Q4
$35.5K Buy
2024
Q3
$17.4K Hold
2024
Q2
$17.4K Buy
2024
Q1
Sell
2023
Q4
$83.2K Hold
2023
Q3
$69.5K Hold
2023
Q2
$80.7K Sell
2023
Q1
$79.1K Hold
2022
Q4
$63.3K Buy
2022
Q3
$3K Hold
2022
Q2
$4K Hold
2022
Q1
$5K Hold
2021
Q4
$6K Hold
2021
Q3
$6K Hold
2021
Q2
$6K Hold
2021
Q1
$6K Buy